Use Landscape Mode
Ranked On: 28 March 2024
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Pioneer Fund | - | |
44.07% | 18.71% | % | % | % | 46.16% | 20.57% | % | % | % | % | % | % | % | |||
| Nippon India Us Equity O… | - | |
32.30% | 7.02% | 14.28% | 15.59% | % | 33.78% | 8.30% | 15.63% | 16.91% | % | % | % | % | % | |||
| Franklin Asian Equity Fu… | - | |
4.45% | -6.64% | 3.23% | 4.99% | 6.21% | 5.48% | -5.82% | 4.02% | 5.76% | 6.97% | 17.66% | -34.79% | -23.71% | -13.52% | 0.39 | -0.29 | -0.77 |
| Aditya Birla Sun Life In… | - | |
8.47% | 2.92% | 8.62% | 10.57% | 7.76% | 9.20% | 3.72% | 9.41% | 11.30% | 8.43% | % | % | % | % |
Return Calculated On: 03 May 2024
Ratios Calculated On: 28 March 2024
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life International Equity Fund - Plan A | 13016.4 | 12612.16 | 39247.2 | 39015.9 | 90720.0 | 72305.7 | 169671.6 | 113646.96 | 253272.0 | 186779.28 | 790614.0 | 372528.72 |
| Franklin Asian Equity Fund | 12534.0 | 12613.69 | 29293.2 | 35825.69 | 70332.0 | 61156.26 | 118154.4 | 90766.2 | 219216.0 | 149500.2 | 570780.0 | 283948.2 |
| Kotak Pioneer Fund | 17288.4 | 14446.79 | 60220.8 | 50049.11 | ||||||||
| Nippon India Taiwan Equity Fund | 16128.0 | 13677.5 | ||||||||||
| Nippon India Us Equity Opportunities Fund | 15876.0 | 12549.9 | 44125.2 | 39503.63 | 116928.0 | 78393.6 | 231537.6 | 129387.89 | ||||
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life International Equity Fund - Plan A | 13104.0 | 12656.35 | 40165.2 | 39455.64 | 94080.0 | 73805.82 | 177710.4 | 116911.37 | 269496.0 | 194098.68 | ||
| Franklin Asian Equity Fund | 12657.6 | 12675.41 | 30074.4 | 36313.78 | 73056.0 | 62497.62 | 124320.0 | 93448.24 | 235464.0 | 155976.96 | ||
| Kotak Pioneer Fund | 17539.2 | 14564.47 | 63093.6 | 51284.02 | ||||||||
| Nippon India Taiwan Equity Fund | 16352.4 | 13785.56 | ||||||||||
| Nippon India Us Equity Opportunities Fund | 16053.6 | 12627.6 | 45730.8 | 40214.59 | 124038.0 | 81092.7 | 250714.8 | 135793.06 | ||||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life International Equity Fund - Plan A |
|||||
| Franklin Asian Equity Fund |
-23.71 | -34.79 | -34.79 | 17.66 | 10.76 |
| None |
-24.25 | -15.92 | -5.63 | 17.98 | 12.32 |
| Kotak Pioneer Fund |
|||||
| None |
|||||
| Nippon India Taiwan Equity Fund |
|||||
| Nippon India Us Equity Opportunities Fund |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life International Equity Fund - Plan A |
|
|
|
|
|
|
|
|
|
|
| Franklin Asian Equity Fund |
-0.77
|
-0.29
|
-0.16
|
0.47
|
-13.52
|
0.39 |
0.08
|
|
-0.19
|
-22.8650
|
| None |
0.26
|
0.16
|
0.49
|
0.36
|
-1.00
|
0.71 |
0.26
|
|
0.99
|
-3.1598
|
| Kotak Pioneer Fund |
|
|
|
|
|
|
|
|
|
|
| None |
|
|
|
|
|
|
|
|
|
|
| Nippon India Taiwan Equity Fund |
|
|
|
|
|
|
|
|
|
|
| Nippon India Us Equity Opportunities Fund |
|
|
|
|
|
|
|
|
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life International Equity Fund - Plan A |
0.88%
|
0.41%
|
-2.07%
|
3.25%
|
11.66%
|
8.47%
|
2.92%
|
8.62%
|
10.57%
|
7.76%
|
10.37%
|
| Franklin Asian Equity Fund |
0.48%
|
0.55%
|
0.98%
|
9.58%
|
9.14%
|
4.45%
|
-6.64%
|
3.23%
|
4.99%
|
6.21%
|
8.00%
|
| Kotak Pioneer Fund |
%
|
0.49%
|
1.23%
|
8.20%
|
24.00%
|
44.07%
|
18.71%
|
%
|
%
|
%
|
%
|
| Nippon India Taiwan Equity Fund |
0.08%
|
0.25%
|
-4.97%
|
-1.86%
|
23.50%
|
34.40%
|
%
|
%
|
%
|
%
|
%
|
| Nippon India Us Equity Opportunities Fund |
0.96%
|
-0.34%
|
-3.37%
|
3.42%
|
18.17%
|
32.30%
|
7.02%
|
14.28%
|
15.59%
|
%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life International Equity Fund - Plan A |
0.88%
|
0.42%
|
-2.02%
|
3.39%
|
11.99%
|
9.20%
|
3.72%
|
9.41%
|
11.30%
|
8.43%
|
%
|
| Franklin Asian Equity Fund |
0.48%
|
0.56%
|
1.04%
|
9.79%
|
9.61%
|
5.48%
|
-5.82%
|
4.02%
|
5.76%
|
6.97%
|
%
|
| Kotak Pioneer Fund |
%
|
0.50%
|
1.35%
|
8.57%
|
24.87%
|
46.16%
|
20.57%
|
%
|
%
|
%
|
%
|
| Nippon India Taiwan Equity Fund |
0.08%
|
0.27%
|
-4.87%
|
-1.53%
|
24.36%
|
36.27%
|
%
|
%
|
%
|
%
|
%
|
| Nippon India Us Equity Opportunities Fund |
0.96%
|
-0.33%
|
-3.28%
|
3.70%
|
18.82%
|
33.78%
|
8.30%
|
15.63%
|
16.91%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life International Equity Fund - Plan A |
9.58%
|
5.29%
|
7.39%
|
8.49%
|
8.57%
|
9.10%
|
| Franklin Asian Equity Fund |
9.61%
|
-0.31%
|
0.75%
|
2.18%
|
4.30%
|
5.81%
|
| Kotak Pioneer Fund |
39.79%
|
22.60%
|
%
|
%
|
%
|
%
|
| Nippon India Taiwan Equity Fund |
26.86%
|
%
|
%
|
%
|
%
|
%
|
| Nippon India Us Equity Opportunities Fund |
8.59%
|
6.12%
|
10.63%
|
12.13%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life International Equity Fund - Plan A |
10.28%
|
6.04%
|
8.21%
|
9.29%
|
9.29%
|
%
|
| Franklin Asian Equity Fund |
10.59%
|
0.56%
|
1.61%
|
3.00%
|
5.12%
|
%
|
| Kotak Pioneer Fund |
41.80%
|
24.38%
|
%
|
%
|
%
|
%
|
| Nippon India Taiwan Equity Fund |
28.66%
|
%
|
%
|
%
|
%
|
%
|
| Nippon India Us Equity Opportunities Fund |
9.83%
|
7.32%
|
12.00%
|
13.48%
|
%
|
%
|